JMEE vs. AVUV
Compare and contrast key facts about JPMorgan Market Expansion Enhanced Equity ETF (JMEE) and Avantis U.S. Small Cap Value ETF (AVUV).
JMEE and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JMEE is an actively managed fund by JPMorgan. It was launched on Jul 31, 1998. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMEE or AVUV.
Correlation
The correlation between JMEE and AVUV is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JMEE vs. AVUV - Performance Comparison
Key characteristics
JMEE:
1.02
AVUV:
0.72
JMEE:
1.54
AVUV:
1.19
JMEE:
1.19
AVUV:
1.15
JMEE:
1.87
AVUV:
1.33
JMEE:
4.48
AVUV:
2.92
JMEE:
3.70%
AVUV:
4.99%
JMEE:
16.22%
AVUV:
20.20%
JMEE:
-16.61%
AVUV:
-49.42%
JMEE:
-6.14%
AVUV:
-8.01%
Returns By Period
In the year-to-date period, JMEE achieves a 2.10% return, which is significantly higher than AVUV's 0.97% return.
JMEE
2.10%
-0.45%
6.43%
12.68%
N/A
N/A
AVUV
0.97%
-1.51%
5.72%
10.53%
15.62%
N/A
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JMEE vs. AVUV - Expense Ratio Comparison
JMEE has a 0.24% expense ratio, which is lower than AVUV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JMEE vs. AVUV — Risk-Adjusted Performance Rank
JMEE
AVUV
JMEE vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Market Expansion Enhanced Equity ETF (JMEE) and Avantis U.S. Small Cap Value ETF (AVUV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JMEE vs. AVUV - Dividend Comparison
JMEE's dividend yield for the trailing twelve months is around 0.93%, less than AVUV's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
JMEE JPMorgan Market Expansion Enhanced Equity ETF | 0.93% | 0.95% | 1.25% | 6.63% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
JMEE vs. AVUV - Drawdown Comparison
The maximum JMEE drawdown since its inception was -16.61%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for JMEE and AVUV. For additional features, visit the drawdowns tool.
Volatility
JMEE vs. AVUV - Volatility Comparison
The current volatility for JPMorgan Market Expansion Enhanced Equity ETF (JMEE) is 3.62%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.11%. This indicates that JMEE experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.